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CIK: 0001565951
Total reported value
$293.3M
$293.3M
92 檔
16.0%
According to the latest 13F quarterly dataset, DC Investments Management, LLC managed an equity portfolio of $293.3M at the end of Q4 2024, spanning 92 distinct U.S. exchange-listed positions.
During Q4 2024, DC Investments Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VT | Vanguard Tot World Stk ETF | ETF-Other | 8.63% | +0.09% | — | |
| 2 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 7.28% | — | — | |
| 3 | CALX | Calix Inc | Stock-Tech | 5.22% | — | — | |
| 4 | EQT | Eqt CORP | Stock-Energy | 5.11% | -0.35% | — | |
| 5 | PDM | Piedmont Realty Trust Inc | Stock-Other | 4.37% | -0.60% | -20.18% | |
| 6 | FANG | Diamondback Energy Inc | Stock-Energy | 4.22% | — | — | |
| 7 | PARR | Par Pacific Holdings Inc | Stock-Energy | 3.98% | — | — | |
| 8 | CTRA | Coterra Energy Inc | Stock-Energy | 3.27% | -0.85% | EXIT | |
| 9 | JELD | Jeld-wen Holding Inc | Stock-Other | 2.88% | — | +108.32% | |
| 10 | GOGO | Gogo Inc | Stock-Other | 2.60% | -0.18% | — | |
| 11 | WSC | Willscot Holdings CORP | Stock-Industrials | 2.48% | — | +40.68% | |
| 12 | LSPD | Lightspeed Commerce Inc | Stock-Other | 2.28% | — | — | |
| 13 | IMKTA | Ingles Markets Inc-class A | Stock-Other | 1.82% | — | — | |
| 14 | TBLA | Taboola.com Ltd. | Stock-Other | 1.82% | — | — | |
| 15 | OGE | Oge Energy CORP | Stock-Utilities | 1.68% | -0.07% | +40.88% | |
| 16 | EVRG | Evergy Inc | Stock-Utilities | 1.67% | -0.05% | +41.13% | |
| 17 | NWE | Northwestern Energy Group In | Stock-Utilities | 1.56% | -0.02% | +46.12% | |
| 18 | KOP | Koppers Holdings Inc | Stock-Other | 1.55% | — | — | |
| 19 | POR | Portland General Electric Co | Stock-Utilities | 1.51% | -0.10% | +47.60% | |
| 20 | NI | Nisource Inc | Stock-Utilities | 1.37% | -0.08% | +55.23% | |
| 21 | ASML | ASML Holding N.V. | Stock-Tech | 1.27% | +1.52% | — | |
| 22 | PPL | Ppl CORP | Stock-Utilities | 1.26% | -0.12% | +63.53% | |
| 23 | ATO | Atmos Energy CORP | Stock-Utilities | 1.26% | -0.15% | +63.33% | |
| 24 | EXE | Expand Energy CORP | Stock-Energy | 1.22% | -0.37% | — | |
| 25 | AR | Antero Resources CORP | Stock-Energy | 1.21% | +0.17% | — | |
| 26 | GPOR | Gulfport Energy CORP | Stock-Other | 1.19% | +0.10% | +9.34% | |
| 27 | BKH | Black Hills CORP | Stock-Utilities | 1.19% | -0.03% | +69.28% | |
| 28 | EXC | Exelon CORP | Stock-Utilities | 1.16% | -0.13% | +73.36% | |
| 29 | ED | Consolidated Edison Inc | Stock-Utilities | 1.12% | -0.10% | +76.62% | |
| 30 | ES | Eversource Energy | Stock-Utilities | 1.10% | -0.06% | +78.88% | |
| 31 | VLGEA | Village Super Market-class A | Stock-Other | 1.04% | — | — | |
| 32 | CMCO | Columbus Mckinnon Corp/ny | Stock-Other | 1.03% | — | — | |
| 33 | MDU | Mdu Resources Group Inc | Stock-Utilities | 0.89% | — | — | |
| 34 | TEAD | Teads Holding Co | Stock-Other | 0.89% | — | — | |
| 35 | RPD | Rapid7 Inc | Stock-Other | 0.81% | — | — | |
| 36 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.76% | +0.19% | — | |
| 37 | EPOL | Ishares Msci Poland ETF | ETF-Other | 0.72% | — | -31.35% | |
| 38 | NOW | Servicenow Inc | Stock-Tech | 0.71% | — | — | |
| 39 | MGRC | Mcgrath Rentcorp | Stock-Other | 0.65% | — | — | |
| 40 | TBI | Trueblue Inc | Stock-Other | 0.65% | — | — | |
| 41 | HUBS | Hubspot Inc | Stock-Tech | 0.64% | — | — | |
| 42 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.57% | -0.44% | EXIT | |
| 43 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.54% | — | -56.28% | |
| 44 | APPF | Appfolio Inc - A | Stock-Tech | 0.53% | — | — | |
| 45 | AEP | American Electric Power | Stock-Utilities | 0.49% | -0.06% | — | |
| 46 | AEE | Ameren Corporation | Stock-Utilities | 0.48% | -0.07% | — | |
| 47 | MNDY | monday.com Ltd. | Stock-Tech | 0.48% | — | — | |
| 48 | DDOG | Datadog Inc - Class A | Stock-Tech | 0.43% | — | — | |
| 49 | HZO | Marinemax Inc | Stock-Other | 0.43% | — | — | |
| 50 | DOCU | Docusign Inc | Stock-Tech | 0.43% | — | — |
According to official SEC Form 13F filings, DC Investments Management, LLC reported a total U.S. public equity portfolio value of $293.3M across 92 disclosed positions in Q4 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VT, ACWI, CALX) accounted for 16.0% of total reported equity market value during Q4 2024.
During Q4 2024, DC Investments Management, LLC's top holdings by market value included VT (8.6%)、ACWI (7.3%)、CALX (5.2%). The largest single position, VT, represented 8.6% of total portfolio value.
In Q4 2024, DC Investments Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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